Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,994 | $78,707+6.7% | $117,861-28.7% | $70,126+19.8% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 32.61% | 23.30%+9.3pp | 335.11%-302.5pp | 73.15%-40.5pp |
| Employer contribution / active EE | $1,858 | $2,223-16.5% | $3,786-50.9% | $2,343-20.7% |
| Participant deferral / active EE | $5,227 | $3,297+58.5% | $4,482+16.6% | $3,332+56.9% |
| Admin fee / account holder | $26,958 | $5,066+432.2% | $8,021+236.1% | $4,645+480.3% |